Responsibilities

• Provide strategic direction on product positioning, value proposition, target market, and messaging collaborating with Strategic Marketing campaign teams on the development of marketing materials (fact sheets, product one-pagers, comparison guides, sales presentations, talking points) across banking, insurance/annuity, and investment products, ensuring accuracy, clarity and alignment with product strategy.
• Translate complex product features, regulatory considerations, pricing changes, and value propositions into advisor-friendly language and tools.
• Partner with Product Directors to ensure all messaging aligns with product strategy, competitive positioning, and client needs.
• Support field communications regarding product updates, enhancements, rollouts, and announcements.
• Collaborate with Training, Integrated Sales, and Field Leadership to incorporate product messaging into advisor education, webinars, and workshops.
• Ensure all materials and communications are delivered in clear, consistent, and compliant formats.
• Work with the Strategic Marketing team to develop campaigns that promote product adoption, cross-sell opportunities, and client engagement across the First Command ecosystem.
• Provide input and collaborate with Marketing on shaping content for multi-channel marketing (email, digital, webinars, events, collateral).
• Integrate partner-provided materials, and insights into advisor-facing campaigns to enable sales.
• Partner with Legal, Compliance, Risk, and Supervision to ensure product marketing materials meet all regulatory standards.

Requirements

• Bachelor’s degree in marketing, Communications, Business, Finance, or a related field.
• 3–5 years of experience in product marketing, financial services marketing, product support, or a related role.
• Strong written and verbal communication skills with the ability to simplify complex concepts.
• Demonstrated ability to collaborate with cross‑functional teams in a fast‑moving environment.
• High attention to detail and strong organization/project‑management skills.
• Ability to manage multiple assignments and deadlines simultaneously.
• Exceptional communication, analytical, and stakeholder collaboration and management skills.

Preferred

• Experience supporting marketing or product roles within financial services (banking, insurance/annuities, or investments).
• Familiarity with independent advisor‑based distribution models.
• Knowledge of regulatory considerations in financial product marketing.
• Experience with automation tools, presentation development, and content management systems.
• FINRA licenses helpful but not required.